Heald Financial Advisors
Heald Financial Advisors specializes in the financial planning process, using a comprehensive and personalized approach.
By building an ongoing relationship with our clients, we are able to provide more meaningful services to help our clients define appropriate long-term and short-term goals, refine sophisticated strategies to reach those goals, and achieve confidence in their financial lives.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Calculating your potential Social Security benefit is a three-step process.
For many, retirement includes contributing their time and talents to an organization in need.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When considering life insurance, it's important to understand your options.
A few strategies that may help you prepare for the cost of higher education.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?